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Tag: Exit planning

Free Exit Planning Workshop in Bristol Vermont

May 09, 2019
An introduction to business ownership succession planning will be offered by by John Davis of Davis and Hodgdon Associates and Don Jamison of the Vermont Employee Ownership Center. This free seminar will…

An Inside Exit: Selling Your Business to Family, Managers, or Employees

Apr 29, 2021
Starting to think about ownership succession for your enterprise? For many business owners, the best option is to sell to folks already involved in the business such as family members, managers, or the broader group of employees.

John Davis Earns Certified Exit Planning Advisor (CEPA) Designation

Jan 25, 2018
Davis & Hodgdon Associates CPAs Managing Partner John Davis, CPA, CFP®, CVA, CEPA spends most of his time dealing with small business clients and the issues they face – from recommending structure for…
For Business Owners, It's a Seller's Market

For Business Owners, It's a Seller's Market

Apr 03, 2018
Published in Kiplinger, March 29, 2018 -  The tax law overhaul has created a world of possibilities for those business owners thinking about selling … and maybe even those not thinking about it. It pays…

How Divorce Can Impact Your Business

Feb 15, 2021
While being happily married and in love, no one wants to think about divorce. But if you are a business owner, it is something you should think about and the impacts it could have on your business if divorce should happen to you.

The Challenges and Evolution of Veterinary Practices Post-COVID-19

Apr 01, 2021
Veterinary practices across the country continue to face challenges brought on by the pandemic, and practice owners have been forced to adjust how they do business.

Dental Practices Adapt Post-Covid-19

Apr 06, 2021
The pandemic has had a tremendous impact on businesses across every industry. Dental practices continue to face challenges brought on by the pandemic, and practice owners have been forced to adjust how they do business.

An Inside Exit: Selling Your Business to Family, Managers, or Employees

Apr 15, 2021
Starting to think about ownership succession for your enterprise? For many business owners, the best option is to sell to folks already involved in the business such as family members, managers, or the broader group of employees.

Transferring Your Family Business  Part 1: Common Strategies for Minimizing Taxes

Apr 26, 2021
There comes a time, when as a business owner, you must decide when to transfer your business and how you will do it. Selecting which estate planning tool you use to transfer the business will depend on if you plan to retire from the business or keep it until you die. 

Transferring Your Family Business Part II: More Tax Savvy Strategies

Apr 29, 2021
In part I of “Transferring Your Family Business” we discussed some potential strategies you may take when selling your business to ensure continuity and minimize tax consequences. In this post we will be covering the remaining strategies you may decide to take when selling your business.